SBN HOLDINGS LIMITED Annual Report 2022 slide image

SBN HOLDINGS LIMITED Annual Report 2022

lances OUR PERFORMANCE 22 "2022 has been a year of renewed recovery for the group with strong growth in profit after tax of over 70%. SBN Holdings also successfully raised N$400 million in its debut green bond issuance, enabling the group to accelerate its progress in transitioning to a low carbon economy." Financial review Net interest income N$m 1600 1400 1200-- 1000-- 800 600 400 200 0 2017 2018 2019 1236 1220 1333 2020 2021 2022 1169 1229 1445 Non-interest revenue N$m 1400 1200 1000 800-- 600 400 200 0 2017 957 2018 1126 1263 2019 2020 2021 1193 1209 2022 1283 Letitea du Plessis Chief financial officer Impairment charges N$m 350 280 Net loans and advances 210 N$m 140- 70-- 23 000 22 000 21 000 20 000 2017 2018 2019 2020* 2021* 2022 22 146 23 475 25 476 24 091 25 382 25 969 % 1,20 1,00 0,80 0,60 0,40 0,20 0 0,00 2017 2018 2019 2020 2021 2022 97 96 239 254 289 161 -- 0.44 0.40 0.91. 1.02 1.09 0.60 Impairments --Credit loss ratio (CLR) Standard Bank ↑ 2.3% Average interest earning assets 27 000 26 000 25.000 24 000 WELCOME Standard WHATEVER YOUR DREAM Deposits from customers and banks N$m 29 000 ↓ 3.2% 28 000 27 000 26 000 الياس 22 000 2017 2018 2019 2020* 24 567 25 637 27 867 2021* 2022 26 134 28 256 27 353 Average interest earning liabilities 25 000 24 000 -- 23 000 -- 4.4% Net interest margin (2021: 3.9%) Trading assets, pledged assets and financial investments N$m 7000 6000 5 000 4000 3 000 2000-- 1000 -- о 2017 2018 2019 2020 2021 2022 3 826 4 586 4 912 5 238 6290 5 398 * The 2020 and 2021 figures were restated. Refer to the restatements in the accounting policy election and restatements section of the annual financial statements for more detail. Operating expenses N$m % 1800 66 1600 64 1400 62 1200-- 1000-- 60 800-- 58 600 56 400-- 54 200 0 52 2017 1312 -- 60 2018 2019 2020 1452 1488 1498 62 57 2021 2022 1587 63 65 1679 62 Operating expenses -Cost to income ratio Profit for the year N$m 700 600 500-- 400 300 200 100 0 2017 546 2018 552 2019 2020 2021 2022 613 421 364 624 SBN HOLDINGS LIMITED Annual report 2022 Net interest income (NII) increased by 17.5% to N$1 445 million, predominantly due to the steady 300 basis point (bps) increase in the repo rate from 3.75% to 6.75% since 1 January 2022 and ongoing improvement in the net interest margin, up from 3.9% to 4.4%. Interest income was up 22.4%, driven by the increase in interest rates and focused growth in loans and advances in CIB. Interest expense increased by 30.6%, due to the additional N$400 million green bond issuance as well as the ongoing focused approach to shifting the composition of our deposits and advances book to attract more term and notice deposits. 23 Non-interest revenue (NIR) increased by 6.1% to N$1 283 million, driven by 31.8% growth in trading revenue due to increased client flows and volatility in currency markets. In addition, other revenue was up 37.1% from N$106 million to N$146 million supported by N$23 million growth in bancassurance revenue, as well as an additional N$26 million in property-related revenue from the acquisition of the Spearmint property portfolio. Credit impairments decreased by 44.2% year on year, primarily due to the ongoing implementation of our 2021 non-performing loan reduction strategy and the achievement of related strategic initiatives. As a result, our credit loss ratio (CLR) reduced by 49bps from 1.09% to 0.60%. This will continue to be a focus area for the group. Operating expenses increased by 5.8% to N$1.7 billion, below the average annual inflation of 6.1%. Staff costs decreased by 3.1%, mainly due to the non-repeat of expenses relating to the voluntary separation package taken by qualifying employees in 2021. Other operating expenses increased by 15.8%, driven by increases in IT expenses, professional fees and amortisation costs to support client growth strategies. The increase also relates to additional activity as employees return to the office, finalisation of service level agreements with the Standard Bank Group for intra-group service management costs, as well as the inclusion of expenses relating to the new property portfolio. The group ensures that there is ongoing robust management and monitoring of the cost containment measures in place to meet its cost-to-income target of below 60%. Return on equity II % 20.0 18.0 16.0 14.0 12.0 10.0 8.0 6.0 4.0 2.0 -- 0.0 2017 2018 18.6 17.8 2019 17.3 2020 2021 2022 10.2 8.6 13.7 Profit for the year increased by 70.5%, up from N$366 million to N$624 million, driven by the increase in repo rate and improvement of our collection strategy to reduce our credit impairment charges. The ROE improved from 8.6% to 13.7%. The group is well-positioned to achieve its ROE target of a minimum of 15% by 2025.
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